Practice Snapshot
How I Help:
Asset Growth
Who I Help:
Details Coming Soon
About Me:
Steven Lynch was born and raised in North Haven, CT, and has a deep-rooted passion for the financial planning industry, having worked alongside his father from a young age. With a solid educational foundation from UConn, where he earned degrees in Economics and Business, Steven has cultivated a robust career in finance. He spent 5 and a half years in healthcare corporate finance with notable companies such as Aetna, CVS, and Signify Health before making a strategic transition into financial planning.
Steven's professional journey reflects a commitment to excellence and a dedication to helping clients achieve their financial goals. His extensive experience in corporate finance has provided him with a unique perspective and skill set, enabling him to offer comprehensive financial planning services.
Steven has been married to his lovely wife Marina for one year, although they have been together for twelve years. They share their home with their fur baby, a 9-month-old golden retriever named Rocco.
CRN202707-6821811
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
